BULL STREET ADVISORS
SEC RegisteredComprehensive Wealth Management Services
About the firm
Bull Street Advisors is a Registered Investment Advisory firm located in Coastal Georgia that serves clients throughout the United States. The firm offers comprehensive wealth management services inclusive of investment advisory and financial planning services, with an emphasis on a personal relationship and a customized approach to the needs of each individual client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management services including investment advisory and financial planning services, with customized portfolios reflecting each client's individual needs, risk tolerance, and obligations.
Who they serve
High net worth individuals, corporate investment and retirement accounts, and non-profit foundations and endowment funds, as well as individuals navigating retirement, business combinations/sales, marriage/divorce, family educational expenses, and estate planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 40 | $13M |
| High Net Worth Individuals | 58 | $211M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $10.0M |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Over $5,000,000 | 0.40% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BULL STREET ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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